Wealthspire Advisors (New York)’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Wealthspire Advisors (New York)’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Buy	+6,789	New	+$227K	﹤0.01%	829
2025 Q4	–	Sell	-4,950	Closed	-$154K	–	1691
2025 Q3	$154K	Buy	+4,950	New	+$150K	﹤0.01%	877

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s FNDA Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Schwab Fundamental US Small Company Index ETF (FNDA) in Q1 2026: 6,789 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in FNDA as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in FNDA in Q3 2025 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Wealthspire Advisors (New York) held 6,789 shares of Schwab Fundamental US Small Company Index ETF worth $220K as of Q1 2026.
Schwab Fundamental US Small Company Index ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #829 holding.
Wealthspire Advisors (New York) first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2025 and has held it in 2 quarters since.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.